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Hamer-Allen Group

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What’s Over the Next Hill: Setting Your Withdrawal Strategy – The Proportional Withdrawal Strategy

Hamer-Allen Group

September 25, 2024

Traditionally, many retirees would withdraw from their taxable accounts first, then their tax-deferred accounts, and finally the tax free accounts. The idea here is to let the assets in your tax-defer...

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What’s Around the Bend: Shifting Your Asset Allocation

Hamer-Allen Group

September 18, 2024

The thinking behind asset allocation is that by mixing your investments amongst these different classes, you take on less risk. That’s because if one class goes down in value, the other classes may no...

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What's On Our Mind This Month

Hamer-Allen Group

July 17, 2024

If you’ve ever achieved a long-term goal, you may also have experienced a common sensation that often follows: Well, I’ve done it. Now what?

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What’s Over the Next Hill: What Do I Want to Improve on in Retirement?

Hamer-Allen Group

June 26, 2024

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.